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Allstreet Capital Advisors

Latest statistics and disclosures from Allstreet Capital Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002130022

Tip: Access up to 7 years of quarterly data

Positions held by Allstreet Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Allstreet Capital Advisors

Allstreet Capital Advisors holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.0	$16M	254k	64.08	View chart
Vanguard World Mega Cap Val Etf (MGV)	8.6	$12M	80k	144.95	View chart
Vanguard World Mega Grwth Ind (MGK)	8.1	$11M	30k	367.44	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	5.1	$6.9M	284k	24.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.2	$5.7M	105k	54.05	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	3.8	$5.2M	77k	66.86	View chart
Ishares Tr Core Msci Intl (IDEV)	3.6	$4.9M	59k	83.57	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.3	$4.5M	93k	48.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.0	$4.1M	14k	302.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.0	$4.1M	22k	184.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.9	$3.9M	9.1k	426.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$3.8M	17k	217.25	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.8	$3.8M	75k	50.04	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.5	$3.3M	13k	257.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.0	$2.7M	13k	213.67	View chart
Ishares Tr Tips Bd Etf (TIP)	1.9	$2.6M	24k	110.36	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$2.6M	37k	69.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.8	$2.4M	30k	79.56	View chart
Spdr Series Trust State Street Spd (SPHY)	1.7	$2.4M	101k	23.32	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$2.2M	11k	196.20	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.6	$2.2M	23k	94.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$2.0M	18k	113.11	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$1.8M	4.2k	436.82	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.3	$1.8M	14k	128.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$1.7M	21k	82.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$1.5M	7.1k	211.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.9	$1.2M	3.8k	313.81	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.9	$1.2M	55k	21.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.9	$1.2M	7.9k	145.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.1M	16k	67.53	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.8	$1.1M	30k	35.78	View chart
Ishares Tr Broad Usd High (USHY)	0.8	$1.0M	28k	36.84	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$1.0M	5.4k	189.58	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$901k	34k	26.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$831k	11k	75.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$803k	6.8k	118.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$733k	13k	58.54	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$718k	1.00	718140.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$633k	4.4k	144.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$564k	7.1k	79.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$515k	5.7k	90.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$497k	10k	49.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$496k	8.3k	59.55	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$481k	11k	42.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$458k	1.8k	248.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$433k	1.3k	320.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$427k	8.6k	49.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$381k	5.2k	73.63	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.3	$347k	7.2k	48.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$336k	514.00	653.40	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$335k	2.8k	121.20	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$323k	2.4k	132.09	View chart
Broadcom (AVGO)	0.2	$306k	990.00	309.51	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$305k	9.0k	33.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$283k	2.9k	97.23	View chart
Apple (AAPL)	0.2	$273k	1.1k	253.79	View chart
Spdr Series Trust State Street Spd (RWR)	0.2	$265k	2.6k	100.98	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$265k	3.7k	70.91	View chart
JPMorgan Chase & Co. (JPM)	0.2	$263k	893.00	294.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$220k	5.6k	38.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$217k	376.00	577.18	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$204k	2.0k	100.17	View chart
Genelux Corporation (GNLX)	0.0	$24k	10k	2.42	View chart

Past Filings by Allstreet Capital Advisors

SEC 13F filings are viewable for Allstreet Capital Advisors going back to 2026

Allstreet Capital Advisors 2026 Q1 filed July 16, 2026

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